# Whitcomb & Hess

> Whitcomb & Hess (iPhone/iPad app by Whitcomb & Hess INC.)

- Source: https://appshunter.io/ios/app/whitcomb-and-hess/id1591929521 (this page in markdown: same URL + `.md`)
- Developer: [Whitcomb & Hess INC](https://appshunter.io/developer/1591929523)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: English
- Released: 2021-12-01
- Data updated: 2026-07-26
- User reviews in markdown: https://appshunter.io/ios/app/whitcomb-and-hess/id1591929521/reviews.md

## What is Whitcomb & Hess?

The Whitcomb & Hess Mobile App allows you easy access to the most common information associated with your investments. This includes portfolio valuation and an overview of your accounts, investments, performance, and transaction activity.


## Version history (last 5 releases)

### 5.23.0 — 2026-07-20

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.16.0 — 2024-12-15

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-07

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-26.*